You are using an outdated browser. Upgrade your browser today for a better experience of this site and many others.
We act for FCA regulated insurance brokers providing specialist audit, accounts and taxations services.
We act for 10 FCA regulated insurance brokers providing specialist audit, accounts and taxations services.
We particularly specialise in the client money audit of insurance brokers and providing assurance over the systems and controls in place to handle client money.
The CASS 5 rules are prescriptive in their consideration of how client money is handled, so ensure you and your auditors are fully aware of them.
The FCA are continuing to impose more compliance and regulation on the insurance broking sector. It is vital that your auditors are specialists in this field. You need to consider whether they carry out client money audits for other businesses...or is yours the only one they deal with?
If you would like some help with client money audits, please contact John Heeney.
If you would like more information or would like to speak to us direct then call us on 01724 842713. Or if you would prefer, ask us a question online.
28 Oct 2021
The Chancellor Rishi Sunak presented his third Budget on 27 October 2021.
06 Oct 2021
The government has delayed the introduction of Making Tax Digital (MTD) for Income Tax Self Assessment (MTD for ITSA) for a year.